Varian-Siemens Deal: DAX Promotion on the Cards for the Acquirer
This is the largest healthcare sector M&A Deal announced so far in 2020. Earlier this year, in March, Thermo Fisher Scientific Inc (TMO US)...
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U.S. Dollar Breaking Down; Gold Breaking Out
The S&P 500 is consolidating under 2,954 - logical resistance - as market participants are in wait-and-see mode for incremental trade news...
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U.S. Equity Strategy: Defensive Areas Weakening; Broad Market Attempting to Bottom
In this report we detail our U.S. investment thesis and provide a detailed technical appraisal of the broad market, as well as highlighting...
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U.S. Equity Strategy: Opportunities in Refiners & Med Device Makers
U.S. equity markets remain resilient. Led by strength in technology and biotech, the Nasdaq hit a new all-time high yesterday. Small-cap indexes...
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U.S. Equity Strategy: Opportunities in Energy & Health Care Stocks
While defensive sectors continue to lag, one cyclical sector, Energy, has surged to the top of our relative strength rankings. Though we continue...
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